INVESTOR AVERAGE

TECHNICAL EXPLANATION

4 OUT OF 5 investors made

money in November

Roughly 77% of investors made money this

month with an average portfolio allocation
of 37% stocks, 52% ETFs/funds, and 11%
cash.

Those who lost money were more heavily

exposed to stocks with an average
allocation of 72% to sole equities.

Monthly trend: Those who lost money

were 2x more likely to own TSLA and FB
than those who made money.

Sourced by Openfolio

NOVEMBER 2016
 INVESTOR AVERAGE v S&P

PREVIOUS 12 MONTHS
INVESTOR AVERAGE VS. S&P 500 NOVEMBER RETURNS

S&P 500 Openfolio Investor Average Month AVG S&P

4.5% Nov16 1.41% 3.70%
3.5% Oct16 -2.37% -1.82%
2.5% Sept16 0.46% 0.02%
1.5% Aug16 0.43% 0.14%
0.5% July16 3.49% 3.69%
-0.5% June16 -0.43% 0.26%
-1.5% May16 0.74% 1.80%
-2.5% April16 0.31% 0.39%
/ 1 /2 /3 /4 /7 /8 /9 10 11 14 15 16 17 18 21 22 23 25 28 29 30 March16 5.52% 6.78%
11 11 11 11 11 11 11 11/ 11/ 11/ 11/ 11/ 11/ 11/ 11/ 11/ 11/ 11/ 11/ 11/ 11/
Feb16 -0.16% -0.13%
Sourced by Openfolio Jan16 -6.28% -4.96%
Dec15 -3.00% -1.58%
12 Month 2.52% 8.06%
 INVESTOR AVERAGE v S&P

INVESTOR AVERAGE VS. S&P 500 NOVEMBER RETURNS

TECHNICAL EXPLANATION

November was characterized

by a massive post-election
rally after Trumps surprise
victory.

3.70% Investors benefitted from the

1.41% big rebound after a terrible

October.
S&P 500
The S&P 500 greatly
outperformed the Investor
Investor Average
Average this month, more
than doubling its return.
Sourced by Openfolio
 PERFORMANCE BY QUARTILE

TECHNICAL EXPLANATION

1st Quartile 7.80%

The top quartile average portfolio was
53% stocks, 40% ETFs/funds, and 7%
cash with AAPL, GE, DIS, BAC, and FB
representing their top five holdings.
2nd Quartile 2.23%
The 2nd quartile allocated 62% of their
portfolios to diversified funds/ETFs,
29% to single stocks, and 9% cash.
3rd Quartile 0.82% The 3rd quartile invested 53% in funds/
ETFs, 31% stocks, and 16% cash. VTI,
VWO, and VEA remain popular holdings
among the 2nd and 3rd quartiles.
4th Quartile
-3.28% Like the top quartile, the bottom
quartile invested heavily in stocks
(71%) but underperformed due to
Sourced by Openfolio owning top holdings like FB and TSLA,
which performed poorly this month.
 PERFORMANCE BY AGE

2.96%
TECHNICAL EXPLANATION

1.89%
1.86%
Under 25 year olds performed
1.75%
best with a moderately
1.23% aggressive portfolio of 53%
stocks, 34% ETFs/funds, and
13% cash.

65+ year olds performed
the worst despite having a
balanced portfolio of 45%
stocks, 45% ETFs/funds,
< 25 25 - 34 35 - 49 50 - 64 65 + and 10% cash. This portfolio
typically performs well and its
important to note 65+ year olds
still had good returns.
Sourced by Openfolio
 MOST POPULAR STOCKS

Apple Inc
1 AAPL
TECHNICAL EXPLANATION
Facebook Inc
2 FB

Tesla Motors
3 TSLA
Tech stocks continue to
Amazon.com Inc dominate the most popularly
4 AMZN
owned stocks on Openfolio.
Walt Disney Corp
5 DIS
AAPL stays firmly in first place
Microsoft Corp
6 MSFT with 24% of Openfolio users
owning the stock.
General Electric Co
7 GE
TSLA jumped two places to
Twitter Inc
8 TWTR be the 3rd most popular stock
Netflix Inc this month.
9 NFLX

AT&T Inc
10 T

Sourced by Openfolio
 MOST TRADED SECURITIES

TECHNICAL EXPLANATION
BOUGHT SOLD

These securities were the most

traded this month.
VWOB AAPL VWO and VWOB were two of
the most bought securities
as investors tried to take
VWO FB advantage the post-election
drop in Emerging Markets.

AAPL JNUG AAPL and FB were two of the

most traded securities due to
the volatility in Tech stocks this
FB AMZN month.

Sourced by Openfolio
 POPULARITY GAINERS VS LOSERS

THE BIGGEST MOVEMENTS IN OWNERSHIP POPULARITY

TECHNICAL EXPLANATION
17.52%

These numbers represent the

biggest changes in ownership
5.17% popularity by Openfolio users.
4.12%
TSLA was the biggest gainer
2.24%
with an 18% rise in ownership
TSLA FB AMZN GOOGL as investors took advantage of
DIS UA LUV DAL its dip this month.
-0.96%
LUV and DAL, both airline
-1.43% stocks, were the two biggest
Sourced by Openfolio popularity losers.
-4.14%
-5.95%
 WEALTH CREATORS VS DESTROYERS

MOST DRAMATIC POSITIVE & NEGATIVE RETURNS IN

THE 100 MOST POPULAR STOCKS TECHNICAL EXPLANATION

BAC SBUX These stocks represent the

9.23% largest gains and losses of
28.00% our most popularly owned
stocks.
DIS
T BAC was the biggest wealth
5.00% 6.94% creator, gaining 28.00% while
FIT being the 11th most popular
stock.
-36.95% NFLX FB was the biggest wealth
-6.30% destroyer dropping 9.53%
FB TSLA while being the 2nd most
-9.53% -4.21% popular stock.

Sourced by Openfolio
About Openfolio
Openfolio is a platform that leverages portfolio data from over 80,000 investors to help users
invest better, together. Openfolios data not only highlights what users are doing right and
wrong but motivates them to take action to start making smarter investment decisions. Its
peer pressure for good.

Feel free to use this data for storiesplease reference app.openfolio.com as the source.

For questions contact max@openfolio.com

For more insights about how people invest, check out openfolio.com